Kahala Financial Advisors (KFA) is an independent firm providing investment management and financial planning. KFA manages diversified portfolios of low-cost mutual funds and exchange-traded funds. KFA requires authority to make trades without asking first. Personal financial planning is included at no additional cost for investment clients.
Assets Under Management$180M
Clients163
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$88M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are non-negotiable, but KFA reserves the right to discount or waive its fees at its own discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...